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CLG LLC’s Vanguard Total World Stock ETF VT Stock Holding History

CLG LLC’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Buy
5,599
+301
+6% +$45.9K 0.19% 64
2026
Q1 		$733K Buy
5,298
+557
+12% +$80.1K 0.18% 65
2025
Q4 		$669K Buy
4,741
+3,142
+196% +$439K 0.17% 70
2025
Q3 		$220K Buy
+1,599
New +$212K 0.06% 129

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

CLG LLC's VT Position: Q2 2026 in Review

CLG LLC increased its Vanguard Total World Stock ETF (VT) stake by 5.7% in Q2 2026, buying an estimated $45.9K and bringing the position to 5,599 shares worth $879K. The position accounts for 0.19% of the portfolio, ranked #64.

CLG LLC first reported a position in VT in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • CLG LLC held 5,599 shares of Vanguard Total World Stock ETF worth $879K as of Q2 2026.
  • CLG LLC bought 301 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $45.9K.
  • Vanguard Total World Stock ETF made up 0.19% of CLG LLC's portfolio in Q2 2026, its #64 holding.
  • CLG LLC first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.